GWM
DRE

Geneos Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Geneos Wealth Management’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-635
Closed -$35K – 2719
2022
Q2 		$35K Sell
635
-500
-44% -$27.4K ﹤0.01% 1444
2022
Q1 		$65K Hold
1,135
– – ﹤0.01% 1263
2021
Q4 		$74K Hold
1,135
– – ﹤0.01% 1300
2021
Q3 		$55K Hold
1,135
– – ﹤0.01% 1445
2021
Q2 		$54K Sell
1,135
-480
-30% -$22.2K ﹤0.01% 1447
2021
Q1 		$75K Hold
1,615
– – ﹤0.01% 1428
2020
Q4 		$61K Sell
1,615
-15
-0.9% -$585 ﹤0.01% 1361
2020
Q3 		$59K Buy
1,630
+195
+14% +$7.34K ﹤0.01% 1181
2020
Q2 		$49K Hold
1,435
– – ﹤0.01% 1227
2020
Q1 		$46K Hold
1,435
– – ﹤0.01% 1150
2019
Q4 		$49K Sell
1,435
-755
-34% -$26.1K ﹤0.01% 1276
2019
Q3 		$74K Hold
2,190
– – ﹤0.01% 1008
2019
Q2 		$69K Hold
2,190
– – ﹤0.01% 1051
2019
Q1 		$66K Hold
2,190
– – ﹤0.01% 1014
2018
Q4 		$55K Sell
2,190
-238
-10% -$6.6K ﹤0.01% 1050
2018
Q3 		$68K Buy
2,428
+238
+11% +$6.81K ﹤0.01% 1045
2018
Q2 		$63K Sell
2,190
-238
-10% -$6.57K ﹤0.01% 949
2018
Q1 		$64K Sell
2,428
-328
-12% -$8.44K 0.01% 909
2017
Q4 		$74K Sell
2,756
-108
-4% -$3.07K 0.01% 856
2017
Q3 		$82K Buy
2,864
+328
+13% +$9.44K 0.01% 767
2017
Q2 		$70K Hold
2,536
– – 0.01% 810
2017
Q1 		$66K Sell
2,536
-20
-0.8% -$514 0.01% 794
2016
Q4 		$67K Hold
2,556
– – 0.01% 732
2016
Q3 		$69K Buy
2,556
+20
+0.8% +$552 0.01% 699
2016
Q2 		$67K Hold
2,536
– – 0.01% 706
2016
Q1 		$56K Buy
+2,536
New +$52.1K 0.01% 766

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geneos Wealth Management's DRE Position: Q3 2022 in Review

Geneos Wealth Management sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 635 shares — an estimated $35K sold.

Geneos Wealth Management first reported a position in DRE in Q1 2016 and held it in 26 quarters. The position peaked at $82K in Q3 2017. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

  • Geneos Wealth Management reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 635 Duke Realty Corp. shares in Q3 2022, an estimated $35K.
  • Geneos Wealth Management first reported a position in Duke Realty Corp. in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Duke Realty Corp. position peaked at $82K in Q3 2017.
  • 534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.